STEP 1
Connect Fishbowl Inventory and Microsoft Planner
Save credentials in WEXTL once. We store them encrypted and reuse the authorization across every workflow [3]. No coding or API skills required.
Fishbowl Inventory and Microsoft Planner Integration
Fishbowl Inventory
Microsoft Planner
Demonstration of how apps are integrated in WEXTL workflow builder [4]
Connect Fishbowl Inventory and Microsoft Planner to automate project management workflows. Trigger events from one app, run actions in the other and use AI to make smart decisions. Integrate apps in 3 simple steps - no code required.
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Learn about Fishbowl Inventory and Microsoft Planner
Detailed info you need to know about Fishbowl Inventory and Microsoft Planner integrations in WEXTL. Explore which modules apps support and how you connect them.
Fishbowl Inventory
Inventory and manufacturing ERP for tracking parts, purchase orders, and warehouse stock. [5]
Microsoft Planner
Create and update Microsoft Planner plans, buckets, and tasks. [6]
How to connect Fishbowl Inventory to Microsoft Planner
Set up your Fishbowl Inventory and Microsoft Planner integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected Fishbowl Inventory and Microsoft Planner nodes onto the canvas [4], or describe what you want and WEXTL wires the flow together with AI Builder.
STEP 3
Map your data
Choose which fields need to sync between Fishbowl Inventory and Microsoft Planner. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between Fishbowl Inventory and Microsoft Planner work in WEXTL?
WEXTL exposes actions and triggers for Fishbowl Inventory and Microsoft Planner that help you connect apps and automate repetitive tasks [1]. A trigger is an event that happens, an action — a step that performs when the event has occurred.
Fishbowl Inventory triggersMicrosoft Planner actions
Fishbowl Inventory modules
- Add InventoryAdds inventory to the specified stock or location.
- Close a Manufacturer OrderCloses a short manufacturer order.
- Close a Purchase OrderCloses a purchase order that is marked as short.
- Close a Purchase Order ItemCloses a purchase order item, marking it as fulfilled or no longer active.
- Create a Manufacturer OrderCreates a manufacturer order in the system.
- Create a MemoCreates a memo in the system.
- Create a Purchase OrderCreates a new purchase order in the system.
- Create a Unit of MeasureCreates a new unit of measure in the system.
- Create Plugin InformationCreates plugin information.
- Delete a Manufacture OrderDeletes a manufacture order from the system.
- Delete a MemoDeletes a memo from the system.
- Delete a PartDeletes a specific part from the inventory or system.
- Delete a PaymentDeletes a payment record from the system.
- Delete a ProductDeletes a product from the inventory system.
- Delete a Purchase OrderDeletes a purchase order from the system.
- Delete a Sale OrderDeletes a sale order from the service.
- Delete a Unit of MeasureDeletes a unit of measure from the system.
- Delete Plugin InformationDeletes the information of a specific plugin.
- Execute a Data QueryExecutes a data query on the specified database and returns the results.
- Get a Manufacture OrderRetrieves a specific manufacture order by its ID.
- Get a MemoRetrieves a memo by its ID or other specified criteria.
- Get a Purchase OrderRetrieves a purchase order by ID.
- Get a Unit of MeasureRetrieves a unit of measure from the service.
- Get Cycle InventoryRetrieves cycle inventory data from a specified source.
- Get InventoryRetrieves all inventory items.
- Get Manufacture OrdersRetrieves all manufacture orders.
- Get MemosRetrieves a list of memos for a specific object.
- Get PartsRetrieves all parts.
- Get Plugin InfoRetrieves information about a specific plugin.
- Get Purchase OrdersRetrieves all purchase orders.
- Get the Best Cost for a PartRetrieves the best cost for a specific part.
- Get the Best Price for a ProductRetrieves the best unit price for a specific product.
- Get Units of MeasureRetrieves all units of measure.
- Get UsersRetrieves all users.
- Get VendorsRetrieves all vendors.
- Import DataImports data from a specified source into the system.
- Issue a Manufacturer OrderIssues a manufacturer order to initiate the production process with the manufacturer.
- Issue a Purchase OrderIssues a purchase order based on specified criteria.
- Make an API CallPerforms an arbitrary authorized API call.
- Move InventoryMoves inventory from one location to another.
- Scrap InventoryScraps an inventory item from the list.
- Unissue a Manufacturer OrderUnissues a manufacturer order, reverting it back to its draft status.
- Unissue a Purchase OrderUnissues a purchase order in the system.
- Update a Manufacture OrderUpdates a manufacture order with new or modified details.
- Update a MemoUpdates a memo with new information.
- Update a Purchase OrderUpdates a purchase order with new information or changes to existing details.
- Update a Unit of MeasureUpdates a unit of measure for the specified item.
- Update Plugin InformationUpdates the information for a specified plugin.
- Void a Purchase OrderVoids a purchase order in the system.
- Watch InventoryTriggers when there is a change or update in the inventory.
Microsoft Planner modules
- Add a Roster MemberAdds a new Roster Member.
- Archive a Planner PlanArchives the selected Planner Plan.
- Create a Business ScenarioCreates a new Business Scenario.
- Create a Planner BucketCreates a new Planner Bucket.
- Create a Planner MessageCreates a new Planner Message.
- Create a Planner PlanCreates a new Planner Plan.
- Create a Planner RoasterCreates a new Planner Roaster.
- Create a Planner TaskCreates a new Planner Task.
- Delete a Business ScenarioDeletes the selected Business Scenario.
- Delete a Planner PlanDeletes the selected Planner Plan.
- Delete a Planner RosterDeletes the selected Planner Roster.
- Delete a Planner TaskDeletes the selected Planner Task.
- Get a Plan Usage RightRetrieves a Plan Usage Right.
- List Business ScenarioRetrieves a list of business Scenario.
- List Planner BucketsRetrieves a list of planner Buckets.
- List Planner PlansRetrieves a list of planner Plans.
- List Planner Task MessagesRetrieves a list of planner task messages.
- List Planner TasksRetrieves a list of planner tasks.
- List Roster MembersRetrieves a list of roster members.
- List User PlansRetrieves a list of user Plans.
- List User's Assigned TasksRetrieves a list of user's Assigned Tasks.
- List User's Favourite PlansRetrieves a list of user's Favourite Plans.
- List User's My-Day TasksRetrieves a list of user's my-day tasks.
- Make an API CallPerforms an arbitrary authorized API call.
- Move a Planner PlanMoves the selected Planner Plan.
- Retrieve a BucketRetrieves a Bucket.
- Retrieve a Business ScenarioRetrieves a Business Scenario.
- Retrieve a Planner PlanRetrieves a Planner Plan.
- Retrieve a Planner RosterRetrieves a Planner Roster.
- Retrieve a Planner TaskRetrieves a Planner Task.
- Unarchive a Planner PlanExecutes “Unarchive a Planner Plan” against the connected service API.
- Update a BucketUpdates an existing Bucket.
- Update a Business ScenarioUpdates an existing Business Scenario.
- Update a Planner PlanUpdates an existing Planner Plan.
- Update a Planner TaskUpdates an existing Planner Task.
- Watch Planner PlansTriggers when new planner plans are created.
- Watch Planner Task MessagesWatch for planner Task Messages.
- Watch Planner TasksTriggers when new planner tasks are created.
- Watch User PlansTriggers when new user plans are created.
Explore alternative integrations
There are other apps [9] supported by WEXTL that can be paired with Fishbowl Inventory and Microsoft Planner integrations. Pick any from the list below if the current combination isn't the one you need.
Frequently asked questions
Common questions about connecting Fishbowl Inventory and Microsoft Planner.
Connect your Fishbowl Inventory and Microsoft Planner accounts once, pick a trigger in one app and an action in the other, then map the fields so data flows automatically between them. [3]
Example: when Fishbowl Inventory's "Watch Inventory" fires, WEXTL can "Add a Roster Member" in Microsoft Planner. Fishbowl Inventory has 6 triggers (including Watch Inventory, Watch Manufacture Orders, and Watch Parts); Microsoft Planner has 35 actions (including Add a Roster Member, Archive a Planner Plan, and Create a Business Scenario). Add filters and transforms between steps when you need them. [1]
Yes — the integration works in both directions. Use each app's triggers to start a workflow and the other app's actions to update it. [2]
No. Fishbowl Inventory-to-Microsoft Planner automations are built visually on the canvas. You can optionally add custom JavaScript with Functions when you need advanced logic. [4]
Yes. Trigger-based automations start the moment Fishbowl Inventory (or Microsoft Planner) fires a new event — webhook-backed apps run within seconds, and polling-only apps re-check on a schedule you control. [7]
A first automation typically takes 5–10 minutes: connect each app's credential once, drop a trigger + action onto the canvas, map the fields, and turn the workflow on.
You can build your Fishbowl Inventory + Microsoft Planner automation on a 3-day trial with every feature unlocked. Cancel anytime. For your protection, a small deposit is charged to your card when your trial starts. It counts toward your first payment and is non-refundable. [8]
References
List of sources used to gather information about the Fishbowl Inventory and Microsoft Planner integration.
- Fishbowl Inventory and Microsoft Planner integration source code, module specs and credentials implementation.
- Our Fishbowl Inventory and Microsoft Planner integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for Fishbowl Inventory and Microsoft Planner — used to verify field meanings, authentication flows, and anything our own specs don't fully capture.
- WEXTL® visual workflow builder, anonymized data from our technical support team.
- Fishbowl Inventory integration information
- Microsoft Planner integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library